investment policy

Definition

A formal description of the investment philosophy that will be utilized for a given fund, retirement plan, or other investment vehicle.

Use investment policy in a sentence

I did not know the investment policy, so things were a lot different for me and my partner, cause we were ignorant.

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The investment policy was stated during the meeting as we wanted to communicate fully with our new investors joining the project.

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The manager of the fund denied his subordinate's request to buy more treasury bonds, because that would go against the firm's investment policy of higher returns for more risk.

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investment committee consultant